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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,428 | $160,070+38.3% | $147,117+50.5% | $145,897+51.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.29% | 98.69%-93.4pp | 420.54%-415.3pp | 552.29%-547.0pp |
| Employer contribution / active EE | $360 | $5,285-93.2% | $4,932-92.7% | $4,663-92.3% |
| Participant deferral / active EE | $20,250 | $8,419+140.5% | $8,065+151.1% | $6,689+202.7% |
| Admin fee / account holder | $6,127 | $15,035-59.3% | $12,993-52.8% | $13,390-54.2% |